Income Tax Data Form
Fill this in before your appointmentCompleting this ahead of time means we spend your appointment on your actual situation rather than on paperwork. It moves one question at a time and accepts your document uploads — anything you are unsure about can be left blank and sorted out when we speak.
What To Bring To Your Appointment
Income documents
W-2s, 1099s of every kind, K-1s, and records of self-employment or rental income.
Deduction records
Receipts for deductible expenses, mortgage interest, property tax, education costs and charitable giving.
Identification
Photo ID, Social Security cards or ITIN letters for everyone on the return, and last year’s return if you have it.
The form above accepts document uploads, so most of this can be attached rather than carried in.
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